Filed February 13, 2020
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,703 | $54,353+4.3% | $82,726-31.5% | $68,498-17.2% |
| Participation rate | 94.4% | 63.9%+30.5pp | 72.6%+21.9pp | 67.9%+26.6pp |
| Annual return | -18.11% | -13.67%-4.4pp | 701.33%-719.4pp | -7.84%-10.3pp |
| Employer contribution / active EE | $8,572 | $2,218+286.4% | $3,009+184.9% | $2,596+230.1% |
| Participant deferral / active EE | $10,352 | $3,246+218.9% | $4,394+135.6% | $4,027+157.0% |
| Admin fee / account holder | $79 | $4,396-98.2% | $5,328-98.5% | $5,403-98.5% |